CAM

Creekmur Asset Management Portfolio holdings

AUM $603M
1-Year Est. Return 20.86%
This Quarter Est. Return
1 Year Est. Return
+20.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$22.1M
3
+$22.1M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$21.6M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$20.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.58%
2 Industrials 3.72%
3 Energy 2.78%
4 Materials 2.62%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$71.3K 0.02%
+1,994
252
$71.1K 0.02%
+2,205
253
$71K 0.02%
+1,215
254
$70.4K 0.02%
+1,401
255
$68.9K 0.02%
+588
256
$68.7K 0.02%
+559
257
$68.3K 0.02%
+2,740
258
$68.3K 0.02%
+278
259
$68.1K 0.02%
+1,062
260
$68.1K 0.02%
+13,397
261
$67.8K 0.02%
+589
262
$67.6K 0.02%
+1,538
263
$66.7K 0.02%
+3,118
264
$64.8K 0.02%
+295
265
$64.6K 0.02%
+1,260
266
$63.6K 0.02%
+4,736
267
$63.6K 0.02%
+251
268
$62.8K 0.02%
+656
269
$61.7K 0.02%
+1,794
270
$61.7K 0.02%
+2,491
271
$61.3K 0.02%
+5,573
272
$61.2K 0.02%
+1,775
273
$60.9K 0.02%
+3,632
274
$60.4K 0.02%
+1,668
275
$60.1K 0.02%
+3,944
9 10
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12 13